W7X Cloud Business Apps - Peter Carson - Peter Carson's Blog
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W7X Cloud Business Apps
Peter Carson
Agenda
Envision IT Background
What are Cloud Business Apps?
Toronto Stock Exchange
Baxter
Supreme Court of Victoria
Q&A
Envision IT Services • Focused exclusively on SharePoint • Web Content Management –public web sites, Intranets, Extranets • Portals and Collaboration – document management, forms, BI
Products
Cloud Business Apps • Internal or external facing applications • Self-service forms and workflow • May or may not be SharePoint Apps
SharePoint Apps
• SharePoint Hosted
• Client-side code only
• Auto-Hosted
• Provisioned automatically and hosted in Azure
• Office 365 only
• Provider Hosted
• Roll your own server code off the SharePoint Server
www.sharepointeurope.com
Changes in Forms Development
• InfoPath is no longer a direction for SharePoint
• No clear power-user strategy yet
• Forms On SharePoint Lists is on the MS roadmap
• Third-party tools such as Nintex Forms are filling
the void
• Developer built Apps are an option
www.sharepointeurope.com
App Development
• Users are demanding a better user experience
• HTML5 and JavaScript are a key part of that
• Frameworks are important
• jQuery
• KnockoutJS, AngularJS, BackboneJS
• REST provides the connection to the server
• This is the direction from Microsoft over Client Side Object
Model
• More in tomorrow’s TH3 Office 365 REST APIs session
www.sharepointeurope.com
Case Studies
• Toronto Stock Exchange
• Baxter
• Supreme Court of Victoria
www.sharepointeurope.com
TMX Group
• Toronto Stock Exchange
• Largest stock exchange in Canada, the third largest in North
America and the seventh largest in the world
• World leader in the mining and oil and gas sector
• As of March 2014, TSX had 1515 listed companies with a combined
market capitalization of CAD $2,457 billion
• TSX Venture Exchange
• Public venture capital marketplace for emerging companies
• As of March 2014, TSXV had 2109 listed companies with a
combined market capitalization of CAD $37 billion
• Numerous other holdings, products, and services
www.sharepointeurope.comIssuer Portal
• Authenticated, targeted portal “I Envision the issuer portal becoming
the main point of contact with TMX,
• Multi-way conversations making it easier to do business with us,
• Product offerings, events, building engagement and stickiness
postings with our clients, and creating a
community for our staff, clients, and
• Internal and external forms
third parties.”
• English and French
• Agile project methodology Based on conversations with Loui
• Launch target of Q4 2014 Anastasopoulos and the TMX team
www.sharepointeurope.comTechnology Background • Portal being built on SharePoint 2010 • Users are both internal and external • TMX staff • TSX and TSX Venture listed companies • Advisors, consultants, etc. • User registration and approval managed through Forefront Identity Manager • Forms-based login against the Extranet Active Directory
Internal Forms • Job Postings and Member Offer • Simple SharePoint list • Power user can customize the form view or create new forms • Microsoft calls this FOSL (Forms On SharePoint Lists) www.sharepointeurope.com
Customizations • Description content added to top of form • Custom page returns the set of companies the current user can post for • Set the contributor email • Sets the expiry date to 365 days from now
Internal Forms
• Approval workflow
• Goes to member company
approver and the TMX approver
• Workflow built in Visual Studio
• Email approval notifications
www.sharepointeurope.comExternal Forms • Market Open request • Process is managed through Salesforce.com • Form is designed in Salesforce • iFrame opens form in SharePoint portal www.sharepointeurope.com
Market Open
Baxter Canada
• Leader in Canadian healthcare for more than 75 years
• Part of a global, diversified healthcare company
• Expertise in medical devices, pharmaceuticals and
biotechnology
• Products that advance patient care worldwide
• Approximately 1,000 Baxter Canada employees
• 49,700 employees worldwide
www.sharepointeurope.comEmployee Change Notification
• Self-service employee forms
• Employee Provisioning
• Job Related Change
• Commence/Change Leave
• Returning from Leave
• Personal Change
• One Time Payment
• Contingent Labor (contractors)
• Termination
www.sharepointeurope.comEmployee Change Notification www.sharepointeurope.com
Job Related Change www.sharepointeurope.com
Technology Background • Baxter is a Microsoft BPOS Dedicated customer • Precursor to Office 365 • Environment is operated and managed by Microsoft • Dedicated infrastructure for Baxter (not multi-tenant) • Also running SharePoint 2013 on premise • BPOS-D will be moving to Office 365 • Forms development done as Apps in SharePoint 2013 • Provider hosted • Built in Visual Studio 2013
Technology Background • SQL database provides the employee information from the HRIS • Web service abstracts the access to that • App code is a combination of C# and JavaScript • Data is written to a SharePoint list • Nintex is used for the workflows
Supreme Court of Victoria
• Supreme Court for the State of
Victoria
• Located in Melbourne, Australia
• Case management system
• RedCrest is the program name
• Pilot program for the Commercial Case court
• 8,500 cases filed each year
• www.zdnet.com/victorian-supreme-court-gets-cloud-
for-case-management-7000019941/
www.sharepointeurope.comRedCrest • Barristors and solicitors can create their own accounts • Case initiation process to collect case information and fees • SharePoint case site created for each case • Other parties (defendants and plaintiffs) can join the case • Judges have their own private secure area
Project Evolution • Initial development done on Office 365 and Azure • Heavy leveraging of custom-built provider hosted SharePoint Apps • Production build is happening in SharePoint 2013 at Rackspace in Melbourne • Initial go live is Summer 2014
• User management is provided through the Extranet User Manager • Barristers and solicitors can self-register • Login with their email address and password • Forgotten password reset • Profile management • www.envisionit.com/eum
Public Site • Anonymous content available to the public about the program • News bulletins and general information • Links to sign up for an account and login • Staging hosted on Office 365 at http://redcreststage- public.sharepoint.com/
Registration • Extranet User Manager supports customized registration forms • Mandatory and optional fields as specified by the court • Welcome email provides a secure token to set your password
Login • Federation done using customized Thinktecture Identity Server • Allows a fully branded, customized login experience, federated to Office 365 • Staging hosted in Azure
My Cases • Lists all cases you are a party to • SQL database stores the case information • SharePoint App queries and renders the cases
Starting a Case
• Word template is
downloaded and filled in
• Document is uploaded
– Parsed by Aspose (third
party .NET tool)
– Case site created
– Database updated
– Document is sealed
(watermarked) and stored
as a record in case sitePayment Gateway • Fee for case is collected through eWAY payment gateway
Other System Components • Requesting and granting access • Notice of Appearance, Defense and Counterclaim processes • Assignment of judges • Trial scheduling • Additional records management • Legacy system integration • Records search • Reporting
Business Challenge • Existing processes are entirely paper based • Court mandate is to be paperless by 2016 • Previous attempts have not been successful • This is the first section of the court to move forward
Business Impact • 7x24 access to initiate and access cases • Streamlining of current paper process • Reduced administrative costs both on the court’s side and the law firms • Improved visibility and findability of court documents
Before and After Before After • Paper process • Paperless process • Submissions have to be • Submissions can be done done at the court registry from anywhere through the office Internet • No visibility into the process • Always up to date status on • Massive amounts of paper the case moving between parties • No more paper moving
Questions and Answers
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